Prefer to view this content on our website? Click here.
Dear Fellow Investor,
3 Hot AI ETFs to Buy and Hold for 2026
The artificial intelligence boom isn’t slowing down—it’s accelerating, broadening, and embedding itself deeper into the global economy with every passing quarter. What many believed was a short-lived hype cycle has instead revealed itself as a multi-decade technological transformation, one that’s already reshaping industries from healthcare and robotics to cloud computing and finance. And if the latest projections are accurate, we’re still in the very early innings.
The global AI market surpassed $230 billion in 2024, a milestone that confirms AI’s evolution from an emerging tech category to a foundational layer of modern infrastructure. But more importantly, analysts now see a clear runway to multi-trillion-dollar expansion. Forecasts place AI’s total market value between $1.7 trillion and $3.5 trillion by the early 2030s, with the most aggressive estimates pushing toward $7 trillion by 2035. That’s not a marginal growth story—that’s the kind of secular megatrend investors dream of catching early.
Corporate spending reinforces the same conclusion. Companies aren’t just experimenting with AI—they’re betting billions on it. For the largest tech giants, AI infrastructure has become a top strategic priority, and the capital commitment is staggering.
-
Google raised its 2025 capex outlook to $91–$93 billion, much of which is dedicated to advanced data centers and AI hardware.
-
Microsoft is boosting AI-related spending by 74% to $34.9 billion, signaling relentless momentum behind Azure and OpenAI-centered initiatives.
-
Meta, determined to dominate the next phase of AI-driven social and advertising platforms, nearly doubled its capex to $19.37 billion, way above expectations.
-
Amazon, fueled by AWS demand and accelerated AI integration, projects a massive $125 billion in 2025 capex—with even more increases planned for 2026.
Numbers like these don’t merely suggest long-term growth—they indicate a structural shift. These companies are racing to capture infrastructure dominance, model superiority, and ecosystem control. And because their spending drives the entire AI supply chain—from chips and semiconductors to cloud platforms and software—investors at nearly every point in the value chain stand to benefit.
Analysts at UBS now project that global AI-related capex could hit $571 billion in 2026, before surging toward $3 trillion by 2030. If those numbers materialize, the rapid acceleration we’ve seen over the past two years may look modest in comparison.
For investors, the opportunity is significant. There are, of course, the major AI names everyone knows: Nvidia, AMD, Palantir, Micron, Broadcom, and Taiwan Semiconductor. These are high-quality holdings with long-term potential. Owning them outright is a perfectly reasonable strategy—many investors do.
But with a technological wave this broad, investors may want diversified exposure. That’s where AI-focused exchange-traded funds come in. These funds hold dozens of companies central to the AI ecosystem, spreading risk while capturing growth across semiconductors, cloud infrastructure, data analytics, software, robotics, and next-generation automation.
Here are three of the top AI ETFs to consider for 2026 and beyond:
ETF: Global X Artificial Intelligence & Technology ETF (SYM: AIQ)
The Global X Artificial Intelligence & Technology ETF (SYM: AIQ) remains one of the most comprehensive options for investors seeking broad exposure to AI’s ongoing expansion. With an expense ratio of 0.68%, the fund targets companies positioned to benefit from AI development, deployment, and utilization across major industries.
AIQ holds 86 companies, providing well-distributed exposure across cloud providers, semiconductor leaders, enterprise software platforms, and AI-driven consumer technologies. Among its top holdings are some of the most important names in the AI stack, including Palantir, Oracle, Broadcom, Netflix, Nvidia, Microsoft, and Meta Platforms.
One of the main advantages of AIQ is its balance between hardware and software. Nvidia and Broadcom supply the chips and high-performance computing infrastructure powering the global AI buildout. Microsoft and Meta are at the forefront of AI model deployment and platform integration. Meanwhile, companies like Oracle and Palantir are enabling real-world enterprise adoption through data analytics and automation solutions.
For investors wanting a high-quality, diversified basket that captures both infrastructure and application-layer AI growth, AIQ is a standout long-term holding.
Weiss Ratings
Unlock the 5 gold stocks that could surge
Gold pushed past $4,200, but our expert Sean Brodrick says the real opportunity could lie in a handful of stocks that may soar far beyond gold.
He believes the biggest bull market is taking shape and thinks these five companies may have major upside.
This weekend only, you can get all five names for just $19.
Access Sean's five gold stock picks and your limited-time savings here!
ETF: Global X Robotics & Artificial Intelligence ETF (SYM: BOTZ)
While AIQ covers AI more broadly, the Global X Robotics & Artificial Intelligence ETF (SYM: BOTZ) focuses on one of the fastest-growing segments of the AI industry: autonomous systems, robotics, and automation.
Also carrying an expense ratio of 0.68%, BOTZ invests in companies benefiting from the accelerating adoption of AI-powered robotics—including manufacturing automation, industrial robotics, healthcare robotics, autonomous navigation, and intelligent systems.
Some of its 49 holdings include Nvidia, Keyence, DynaTrace, SMC Corp., Intuitive Surgical, Upstart Holdings, and C3.ai. These companies sit at the intersection of physical automation and digital intelligence—an area where demand is rising rapidly.
Factories worldwide are rushing to automate as labor shortages increase. Hospitals are integrating robotic systems for precision surgeries. Logistics companies are leaning into autonomous warehouse operations. Even retailers are deploying AI-driven robotics for inventory management and customer service.
As more industries automate, BOTZ’s thematic focus may allow it to outperform diversified AI funds during periods of strong robotics demand. For long-term investors who believe automation will be one of the defining economic trends of the next decade, BOTZ offers targeted exposure to that very theme.
Trading Tips
7 High Yield Dividend Stocks to Buy Now 💰
Love steady payouts? This free report reveals 7 high-yield dividend stocks you need to know about. From Company #3, a tobacco giant innovating with smokeless products, to Company #4, famously known as “The Monthly Dividend Company,” these picks deliver steady income you can count on. Perfect for income-focused investors.
Get your copy of the 7 Dividend Stocks to Buy Now (By clicking this link you agree to receive emails from Trading Tips and our affiliates. You can opt out at any time.)
ETF: Roundhill Generative AI & Technology ETF (SYM: CHAT)
The Roundhill Generative AI & Technology ETF (SYM: CHAT) is the world’s first ETF focused exclusively on generative AI—the technology behind large language models, advanced content generation, and next-generation automation.
With an expense ratio of 0.75%, CHAT is slightly more expensive than the Global X options, but it provides direct access to the companies driving generative AI R&D and deployment. Some of its 38 holdings include Nvidia, Alphabet, Meta Platforms, Microsoft, Oracle, Palantir Technologies, and Alibaba.
CHAT is especially interesting because generative AI is arguably the fastest-growing segment of the entire AI industry. From productivity tools and enterprise automation to entertainment, cybersecurity, and coding assistants, generative AI is shaping both consumer-facing applications and critical business infrastructure.
As corporate spending shifts increasingly toward model training, inference workloads, and AI-optimized cloud platforms, the companies within CHAT’s portfolio stand to gain the most direct benefit. Investors who want concentrated exposure to the generative AI revolution may find CHAT to be an ideal complement to broader AI ETFs.
Crypto 101
Why the crowd is dead wrong about crypto right now
Market sentiment: Extreme fear
On-chain metrics: Bullish as hell
The disconnect is stunning.
While headlines scream doom and retail sells in panic, the actual DATA shows strength:
Network growth ↑
Active addresses ↑
Transaction volume ↑
Developer activity ↑
But price? Down significantly!
This is what opportunity looks like when everyone's looking the wrong direction.
I've found the crypto capitalizing on this exact moment. Fundamentals improving while price collapses. Classic setup.
Track record: 8,600% (OCEAN), 3,500% (PRE), 1,743% (ALBT)... just to name a few.
Get the contrarian play everyone's missing by going here now (up for a limited time).
Are there any other AI stocks that you're buying right now? What other sectors of the market are you currently interested in? Hit "reply" to this email and let us know your thoughts!
Tidak ada komentar:
Posting Komentar